The empire of the rising Nikkei Dow index

El Toro has gone ballistic in Tokyo. Shinzo Abe could well go down in postwar Japanese history as a transformational Prime Minister, in the same league as Yoshida, Nakasone and Koizumi. The LDP/Komeito majority in the Diet now enables Abe-san to implement his anti-deflation policies even as the latest Tankan survey suggests another drop in consumer confidence even while exports fall.